Mid-Year Money Reset: How to Get Back on Track Before 2026 Slips Away

Have your financial goals slipped a little this year? If so, you're definitely not alone. A lot of people start the year feeling motivated and excited about saving more, paying down debt, or getting serious about retirement planning. But by the time summer rolls around, life happens. Vacations, unexpected expenses, busy schedules, and simple procrastination can make those goals feel a lot less urgent. In this episode, Josh and I talk about why so many people lose momentum on their financial goals by the middle of the year—and why June is actually the perfect time for a reset. We'll discuss how to review your retirement contributions, evaluate your investment strategy, make sure your beneficiary designations are up to date, and identify small improvements that can make a big difference over time. Most importantly, we'll talk about why progress beats perfection when it comes to building a successful retirement. No matter where you are today, there's still plenty of time to finish the year strong and move closer to the retirement you deserve. -- Request your free RSSA Roadmap for Social Security optimizationWatch full episodes on YouTube:https://www.youtube.com/@TakePrideinRetirementShowFollow on BlueSky, Threads, Facebook, Instagram — just search Take Pride in Retirement --  Take Pride in Retirement is proud to be named one of the top Pride podcasts on the internet by FeedSpot. For more, go to https://blog.feedspot.com/pride_podcasts About Take Pride in Retirement:Take Pride in Retirement is a podcast dedicated to retirement planning solutions for the LGBTQ community. Host Matt McClure, a licensed fiduciary financial advisor, shares strategies to protect your hard-earned money while pursuing market-like growth. Matt holds the RSSA® credential as a Registered Social Security Analyst®, helping clients optimize their Social Security filing strategies to potentially increase lifetime income. He’s also a Certified Annuity Specialist® (CAS®), a designation earned through a 135+ hour graduate-level program in fixed-rate and variable annuities from the Institute of Business & Finance. Based in Georgia with his husband and two dogs, Matt spent over a decade in New York City, working with The Wall Street Journal Radio Network, NY1, and WCBS Newsradio 880. A career highlight includes reporting from the floor of the New York Stock Exchange.